Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
Send approved customer updates and mark uncertain sends for review.
Your approved draft becomes personal emails, while your shared sheet shows who was sent a message and who needs attention.
Send customer mailings and record each confirmed send.
Your mail merge goes out on the date you choose, using current spreadsheet rows. You get a send log and a list of rows to fix.
Send approved customer emails and track each contact's send status.
You get personalized emails sent from your workbook tab, with sent rows marked and problem rows called out for you.
Track message delivery by recipient and flag contacts for follow-up.
See who received your campaign texts in your campaign sheet. Find failed texts and people who need follow-up.
List failed customer texts with numbers and recorded reasons.
Get a morning list of texts that failed or expired, with the phone numbers and reported reasons your team needs for follow-up.
Send each approved notice with the right customer details and track exceptions.
Your customer notices go through your work email with account details from your spreadsheet, and send results stay beside customer rows.
Send approved handoff messages with files and record each send result.
See every send result beside the recipient's name after you mark a handoff note Ready in your shared folder.